The Investing for Beginners Podcast - Your Path to Financial Freedom

The Investing for Beginners Podcast - Your Path to Financial Freedom

By Andrew Sather, Stephen Morris, and Evan RaidtBusinessInvesting
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The Investing for Beginners Podcast - Your Path to Financial Freedom episodes

  • Navigating Market Volatility and Future-Proof Investing with Ryan Zabrowski

    Welcome to the Investing for Beginners podcast. In today's episode, we are joined by Ryan Zabrowski, a senior portfolio manager, CFP, and author of 'Time Ahead: Investors Guide to Prosperity and Impact.'

    Ryan shares valuable strategies on handling and preparing for market volatility. He emphasizes the importance of investing in stocks, understanding the significance of free cash flow, and accurately valuing businesses. Ryan also discusses competitive advantages in businesses, sentiment analysis, and the future impact of technology and longevity on investing.

    00:00 Introduction and Guest Welcome

    00:35 Why Invest in Stocks?

    03:01 Understanding Cash Flow and Valuation

    06:55 Lessons from Warren Buffett

    10:21 Applying Buffett's Lessons

    15:55 Managing Volatility and Sentiment Analysis

    26:56 Contrarian Investing and Valuation

    29:11 Technical Analysis and Market Health

    30:41 Identifying Future-Proof Companies

    32:14 Competitive Advantages in Business

    37:45 Technological Disruption and Longevity

    48:53 Economic Expectations and Market Behavior

    50:24 Conclusion and Book Promotion

    Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.


    Today’s show is sponsored by:⁠

    Go to ⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠ to start selling with Shopify today.

    Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠

    Stop overpaying for car insurance - So before you renew your  policy, do yourself a favor—download the Jerry app or head to JERRY dot AI slash BEGINNERS

    Ryan Zabrowski's Book:

    Time Ahead: Investor’s Guide to Prosperity and Impact


    What do Dave and Andrew recommend?

    Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠finchat.io/IFB

    Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠.

    Have questions? Send them to ⁠⁠⁠⁠⁠[email protected]⁠⁠

    ⁠⁠⁠⁠⁠⁠⁠

    SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠ ⁠Apple⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Tunein⁠⁠⁠⁠⁠

    For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    59 min
  • AAR01 - How to Use Automation to Build Your Wealth

    In this inaugural episode of 'At Any Rate,' Evan Raidt welcomes renowned financial expert Dave Ahern to discuss the power of financial automation. They explore various ways to automate savings, investments, and spending to build wealth and achieve financial freedom.

    Dave shares his personal methods of using multiple savings accounts and brokerage automation, while Evan highlights the benefits of setting up these systems easily and efficiently.

    They also address common barriers people face in automating their finances and provide pragmatic advice to overcome them.

    This episode aims to demystify financial automation and emphasizes its importance for stress-free wealth growth and budgeting.

    00:00 Introduction and Welcome

    00:07 Guest Introduction: Dave Ahern

    00:19 Episode Overview: Automation in Finances

    00:35 Dave's Personal Automation Strategies

    02:19 The Importance of Automation

    03:45 Common Automation Misconceptions

    10:06 Investing Automation Tips

    6:01 Savings Automation Strategies

    21:19 Automating Your Spending

    29:59 Why People Avoid Automation

    35:35 Conclusion and Final Thoughts


    Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.


    Today’s show is sponsored by:

    Go to ⁠⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠⁠ to start selling with Shopify today.

    Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠⁠


    What do Dave and Andrew recommend?

    Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠⁠finchat.io/ifb

    Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠⁠.

    Have questions? Send them to ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠

    ⁠⁠⁠⁠⁠⁠⁠⁠⁠

    SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠

    ⁠Apple⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠Tunein⁠⁠⁠⁠⁠⁠


    For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠⁠.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    41 min
  • Q&A: Screening for Red Flags; Watchlist and Industry Map Building

    In this episode, Dave and Andrew dive into listener questions about screening for red flags in companies and building a robust watchlist. Key topics include identifying financial red flags such as debt ratios and declining cash flow, the role of the 10-K in understanding business nuances, the debate between charismatic versus boring CEOs, and the methodology for building comprehensive industry maps and watchlists.

    The episode offers practical advice for both novice and experienced investors, emphasizing the importance of thorough research and due diligence.

    00:00 Welcome to Investing for Beginners

    00:13 Screening for Red Flags in Companies

    09:10 Building and Organizing a Watch List

    16:32 Boring vs. Charismatic CEOs

    19:55 Creating an Industry Map

    33:49 Conclusion and Listener Questions

    Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.


    Today’s show is sponsored by:

    Go to ⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠ to start selling with Shopify today.

    Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠


    What do Dave and Andrew recommend?

    Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠finchat.io/IFB⁠

    Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠.

    Have questions? Send them to ⁠⁠⁠⁠⁠[email protected]⁠⁠

    ⁠⁠⁠⁠⁠⁠⁠

    SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠

    Apple⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Tunein⁠⁠⁠⁠⁠


    For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    41 min
  • Life as a Buy Side Investor with Dan Boston

    In this episode, the hosts are joined by Dan Boston from Polar Capital to discuss small cap investing and its potential. Dan shares his journey from a young self-taught investor to managing large capital funds, emphasizing the importance of understanding a company’s fundamental operations over just financial metrics.

    He also discusses the implications of the global realignment on investment strategies, offering insights into how international markets, particularly small-cap stocks, may offer promising opportunities.

    Dan offers practical advice for young investors and underscores the value of mentorship and continuous learning.

    00:00 Introduction and Guest Welcome

    00:52 Dan's Early Interest in Stocks

    02:20 A Day in the Life of an Investor

    05:16 Career Path and Key Experiences

    08:53 Advice for Aspiring Investors

    14:41 Investment Strategies and Philosophy

    18:28 Identifying Promising Small Companies

    24:55 Evaluating Management Teams

    25:53 Identifying Companies with Strong Execution Plans

    26:11 Case Study: Swedish Online Pharmacy

    27:46 Automation and Scale in the Pharmaceutical Industry

    29:02 Global Market Trends and Company Strategies

    32:24 The Great Global Realignment

    37:23 Opportunities in Changing Markets

    42:08 Investment Strategies and Diversification

    45:20 Advice for Young Investors

    48:56 Conclusion and Resources

    Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.


    Today’s show is sponsored by:

    Go to ⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠ to start selling with Shopify today.

    Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠


    More from Dan:

    Why international and why now? -- https://www.polarcapitalfunds.com/us/individual/News-Views/Post/10523/Why_international_and_why_now/

    The Great Global Realignment: International Small Company Fund Q1 update -- https://www.polarcapitalfunds.com/us/individual/News-Views/Post/14361/The_Great_Global_Realignment_International_Small_Company_Fund_Q1_update/
    Polar Capital LinkedIn: https://www.linkedin.com/company/polar-capital-us/posts/?feedView=all

    What do Dave and Andrew recommend?

    Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠finchat.io/IFB⁠

    Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠.

    Have questions? Send them to ⁠⁠⁠⁠⁠[email protected]⁠⁠

    ⁠⁠⁠⁠⁠⁠⁠

    SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠

    Apple⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Tunein⁠⁠⁠⁠⁠


    For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    56 min
  • AAR00 - Welcome to At Any Rate. Let's Get to Know Each Other

    In this episode, hosts Andrew and Evan Raidt announce the launch of a new weekly segment called 'At Any Rate.' This new show will focus on beginner-friendly personal finance strategies designed to make long-term, impactful changes without sacrificing current enjoyment.

    Evan, a mechanical engineer and personal finance enthusiast, shares his own financial journey and emphasizes the importance of sustainable, high-leverage financial decisions. He discusses the myths and challenges around personal finance and offers insights into approachable strategies like investing in the stock market and making smart purchases.

    The episode promises educational content aimed at helping listeners find a balance between living a fulfilling life now and preparing for a secure financial future.

    00:00 Exciting New Weekly Episodes Announcement

    00:21 Introducing Evan Wright and 'At Any Rate'

    02:03 Personal Finance Myths and Realities

    03:56 Sustainable Financial Changes

    10:03 Investing Basics and Stock Market Accessibility

    15:57 Mindset Shifts for Financial Success

    33:56 Future Episodes and What to Expect

    Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.


    Today’s show is sponsored by:

    Go to ⁠⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠⁠ to start selling with Shopify today.

    Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠⁠


    What do Dave and Andrew recommend?

    Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠⁠finchat.io/IFB⁠

    Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠⁠.

    Have questions? Send them to ⁠⁠⁠⁠⁠[email protected]⁠⁠

    ⁠⁠⁠⁠⁠⁠⁠

    SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠

    Apple⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Amazon⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠Tunein⁠⁠⁠⁠⁠

    For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    42 min
  • Earnings Chat: Pharma, Tariffs, Fear & Loathing and Uncertainty

    In this episode, Dave and Andrew delve into the earnings of two companies, McKesson and Crocs, from Andrew's portfolio, exploring their market positions and growth potentials.

    They discuss the impact of external factors like potential changes in pharmaceutical pricing policies under the Trump administration and tariffs on manufacturing. The episode includes detailed insights into the financial health and strategic positioning of McKesson, a leader in pharmaceutical distribution, and Crocs, known for its consumer-centric brand.

    By examining key financial metrics and market uncertainties, the hosts provide a comprehensive analysis that balances both qualitative narratives and quantitative data, using tools like Finchat for deeper financial exploration.

    00:00 Introduction to Earnings Discussion

    00:38 McKesson: Navigating Pharmaceutical Uncertainty

    04:38 McKesson's Financial Performance and Growth

    20:49 Crocs: Tariffs and Market Challenges

    25:02 Analyzing Crocs' Financial Health

    35:28 Baseball Talk and Conclusion

    Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.


    Today’s show is sponsored by:

    Go to ⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠ to start selling with Shopify today.

    Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠


    What do Dave and Andrew recommend?

    Our #1 recommended stock research platform is FinChat. Get 2 weeks access for free using our link (no card required): ⁠finchat.io/IFB

    Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠.

    Have questions? Send them to ⁠⁠⁠⁠[email protected]⁠

    ⁠⁠⁠⁠⁠

    SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠ ⁠
    Apple⁠⁠⁠⁠ | ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ | ⁠⁠⁠⁠Amazon⁠⁠⁠⁠ | ⁠⁠⁠⁠Tunein⁠⁠⁠⁠

    For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠[email protected]⁠⁠⁠⁠.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    44 min
  • American Express: A Deep Dive into Its Business Model and Moat


    In this episode of Investing for Beginners, Dave is joined by Brett Schafer from Chit Chat Stocks to delve into the business model and competitive advantages of American Express (Amex).


    They discuss Amex’s unique vertically integrated model, combining credit card issuance with payment processing, and its robust revenue streams from swipe fees, credit card loans, and high-fee premium cards. They also highlight Amex’s strong brand equity, historical resilience, and strategic partnerships. They tackle potential risks, the benefits of their network effect, customer satisfaction issues, and the prospects of emerging competitors. To conclude, Brett shares his cautious optimism about the company and his investment strategy around it.

    00:03 American Express: A Deep Dive

    01:18 Buffett's History with American Express

    02:54 American Express Business Model Explained

    04:04 Revenue Breakdown and Key Drivers

    05:56 High Fee, High Reward Cards

    11:28 Expanding Customer Base

    14:25 American Express' Competitive Moat

    21:24 The Power of American Express

    24:30 The Value of American Express for Merchants

    25:00 American Express's Marketing Strategy

    26:10 Pandemic Impact and Recovery

    27:36 Potential Risks and Downsides

    29:35 Competition and Market Position

    35:32 Why Not Invest in American Express?

    41:05 Key Performance Indicators to Watch

    Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.


    Today’s show is sponsored by:

    Go to ⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠ to start selling with Shopify today.

    Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠

    Today's show is sponsored by BetterHelp

    Get 10% off your first month today with ⁠⁠BetterHelp⁠⁠


    More from Brett:

    Chit Chat Stocks Podcast

    Chit Chat Stocks Substack

    Brett's X Handle CCM_Brett


    What do Dave and Andrew recommend?


    Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠.

    Have questions? Send them to ⁠⁠⁠⁠[email protected]⁠

    ⁠⁠⁠⁠⁠

    SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠ ⁠
    Apple⁠⁠⁠⁠ | ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ | ⁠⁠⁠⁠Amazon⁠⁠⁠⁠ | ⁠⁠⁠⁠Tunein

    ⁠⁠⁠⁠

    For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠[email protected]⁠⁠⁠⁠.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    53 min
  • Deep Dive into Berkshire Hathaway, Intrinsic Value, and Portfolio Strategies with the Intrinsic Value Podcast

    In this episode of 'Investing for Beginners,' we welcome Shawn and Daniel from the Intrinsic Value Podcast to discuss various investing topics, including their recent trip to the Berkshire Hathaway annual meeting.

    The conversation covers insights from the meeting, key observations about Warren Buffett's announcement on Greg Abel, and reflections on Berkshire's future. Shawn and Daniel also share their process for sourcing investment ideas, analyzing companies, and determining intrinsic value. They explain how they balance conviction and safety in their investment portfolios and reveal the significance of documenting a detailed investment thesis.

    00:28 Berkshire Hathaway Meeting Insights

    01:22 Warren Buffett's Big Announcement

    03:25 Reflections on the Meeting

    06:46 Future of Berkshire Hathaway

    13:23 Podcasting and Investment Strategies

    15:22 Researching and Pitching Stocks

    24:22 Evaluating Investment Opportunities

    33:15 Researching Investment Ideas

    33:29 Analyzing Company Filings

    34:27 Using Financial Tools and Resources

    34:50 Evaluating Investment Theses

    35:31 The Importance of Earnings Calls

    36:00 Leveraging External Research

    36:59 Writing and Reflecting on Investment Decisions

    44:53 Understanding Intrinsic Value


    Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.


    Today’s show is sponsored by:

    Go to ⁠⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠⁠ to start selling with Shopify today.

    Get your summer savings and shop premium wireless plans at ⁠⁠⁠⁠MintMobile.com/beginners⁠⁠⁠⁠

    Today's show is sponsored by BetterHelp

    Get 10% off your first month today with ⁠⁠BetterHelp⁠⁠


    More from Shawn and Daniel:

    Intrinsic Value Podcast

    Intrinsic Value Community


    What do Dave and Andrew recommend?

    Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠⁠Value Spotlight⁠⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠⁠stockwriteup.com⁠⁠⁠⁠.

    Have questions? Send them to ⁠⁠⁠⁠[email protected]⁠

    ⁠⁠⁠⁠⁠

    SUBSCRIBE TO THE SHOW ⁠⁠⁠⁠⁠ ⁠
    Apple⁠⁠⁠⁠ | ⁠⁠⁠⁠Spotify⁠⁠⁠⁠ | ⁠⁠⁠⁠YouTube⁠⁠⁠⁠ | ⁠⁠⁠⁠Amazon⁠⁠⁠⁠ | ⁠⁠⁠⁠Tunein⁠⁠⁠⁠

    For sponsorship inquiries, reach out to us at ⁠⁠⁠⁠[email protected]⁠⁠⁠⁠.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 hr 14 min
  • Q&A: Fixing a Bad Portfolio and Reacting to AI's Disruption

    In this episode, Dave and Andrew address listener questions and offer advice on challenging investment scenarios. They discuss whether to sell underperforming stocks and provide insights on being a long-term business owner versus a stock trader. They also delve into how to adjust free cash flow estimates and consider case-by-case scenarios for different companies.

    Moreover, they offer guidance to a listener who has received a significant inheritance and is seeking investment advice. The episode concludes with a discussion on the potential impact of AI on Google's search business, highlighting how to interpret and react to market news.


    00:00 Welcome and Listener Questions Overview

    00:13 Question 1: Handling Stock Losses

    06:57 Question 2: Estimating Free Cash Flow

    16:55 Question 3: Building a Wealth Portfolio

    26:31 Discussion: Google and AI Disruption

    35:41 Conclusion and Final Thoughts

    Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.


    Today’s show is sponsored by:

    Go to ⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠ to start selling with Shopify today.

    Get your summer savings and shop premium wireless plans at ⁠⁠⁠MintMobile.com/beginners⁠⁠⁠

    Today's show is sponsored by BetterHelp

    Get 10% off your first month today with ⁠BetterHelp⁠


    What do Dave and Andrew recommend?

    Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠Value Spotlight⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠stockwriteup.com⁠⁠⁠.

    Have questions? Send them to ⁠⁠⁠[email protected]

    ⁠⁠⁠

    SUBSCRIBE TO THE SHOW ⁠⁠⁠
    Apple⁠⁠⁠ | ⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠⁠ | ⁠⁠⁠Amazon⁠⁠⁠ | ⁠⁠⁠Tunein⁠⁠⁠


    For sponsorship inquiries, reach out to us at ⁠⁠⁠[email protected]⁠⁠⁠.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    42 min
  • The Buffett Approach to Microcaps: Whit Huguley's Winning Strategy

    Join us as we explore the overlooked world of microcap investing with Whit Hughley of River Oaks Capital. Discover how finding A+ CEOs in obscure, fragmented markets can lead to exceptional returns. Learn why boots-on-the-ground research and personal relationships with management teams create a competitive edge in this inefficient market.

    1. [00:00:00] Welcome to microcap investing discussion with Whit Hughley.
    2. [00:01:00] Whit's journey from startup to private equity to microcaps.
    3. [00:05:00] Microcap advantage: First investor visiting companies in years.
    4. [00:08:00] "Suggestive investing" helps unlock value in undervalued companies.
    5. [00:14:00] Finding ideas requires networking, not screening like large caps.
    6. [00:19:00] Seek obscure markets where competitors can't justify entering.
    7. [00:25:00] A+ CEOs know strengths/weaknesses and speak business-owner to business-owner.
    8. [00:35:00] Look for hidden non-core assets often missed in valuations.
    9. Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

      More from Whit Huguley of River Oaks Capital

      River Oaks Capital

      X Account: Whit Huguley


      Today’s show is sponsored by:

      Go to ⁠⁠⁠SHOPIFY.COM/beginners⁠⁠⁠ to start selling with Shopify today.

      Get your summer savings and shop premium wireless plans at ⁠⁠⁠MintMobile.com/beginners⁠⁠⁠

      Today's show is sponsored by BetterHelp

      Get 10% off your first month today with ⁠BetterHelp⁠

      Podcast Survey

      ⁠einvestingforbeginners.com/survey⁠


      What do Dave and Andrew recommend?

      Andrew works really hard to find the best insights he can every single month at ⁠⁠⁠Value Spotlight⁠⁠⁠. To see a sample of his previous work, go to ⁠⁠⁠stockwriteup.com⁠⁠⁠.

      Have questions? Send them to ⁠⁠⁠[email protected]

      ⁠⁠⁠

      SUBSCRIBE TO THE SHOW ⁠⁠⁠
      Apple⁠⁠⁠ | ⁠⁠⁠Spotify⁠⁠⁠ | ⁠⁠⁠YouTube⁠⁠⁠ | ⁠⁠⁠Amazon⁠⁠⁠ | ⁠⁠⁠Tunein⁠⁠⁠

      For sponsorship inquiries, reach out to us at ⁠⁠⁠[email protected]⁠⁠⁠.

      Learn more about your ad choices. Visit megaphone.fm/adchoices

      59 min

    About The Investing for Beginners Podcast - Your Path to Financial Freedom

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    The Investing for Beginners Podcast teaches you how to buy your first stocks and build long-term wealth in the stock market— without the hype or confusing jargon.

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